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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,037 | $99,875+92.3% | $146,866+30.8% | $86,983+120.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.04% | 28.10%-9.1pp | 102.85%-83.8pp | 25.83%-6.8pp |
| Employer contribution / active EE | $4,991 | $3,224+54.8% | $4,425+12.8% | $2,584+93.1% |
| Participant deferral / active EE | $8,982 | $6,322+42.1% | $7,759+15.8% | $4,194+114.2% |
| Admin fee / account holder | $1,762 | $7,838-77.5% | $13,620-87.1% | $7,856-77.6% |